Jones Hill Capital LP
Clone Performance
May 2026–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $458,201,688 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RLMD | Relmada Therapeutics, Inc. | +3,312,323 | 3,655,075 | $25,293,119 | |
| TRVI | Trevi Therapeutics, Inc. | +969,037 | 1,339,212 | $24,976,303 | |
| PHVS | Pharvaris N.V. | +510,865 | 677,879 | $23,441,055 | |
| TNXP | Tonix Pharmaceuticals Holding Corp. | +173,312 | 625,428 | $7,980,461 | |
| BMRN | Biomarin Pharmaceutical Inc | +163,200 | 1,431,590 | $81,915,579 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMLX | Amylyx Pharmaceuticals, Inc. | −704,736 | 894,058 | $16,057,281 | |
| ELVN | Enliven Therapeutics, Inc. | −543,190 | 49,850 | $2,529,887 | |
| VIR | Vir Biotechnology, Inc. | −539,000 | 659,213 | $6,717,380 | |
| CAPR | Capricor Therapeutics, Inc. | −488,456 | 420,751 | $10,131,684 | |
| BCAX | Bicara Therapeutics Inc. | −367,515 | 892,621 | $26,501,917 | |
| — | −202,388 | 98,442 | $0 | ||
| VRTX | Vertex Pharmaceuticals Inc / Ma | −97,480 | 11,123 | $5,525,127 | |
| ANIP | Ani Pharmaceuticals Inc | −84,783 | 233,808 | $19,354,626 | |
| GPCR | Structure Therapeutics Inc. | −60,026 | 40,567 | $2,177,230 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GILD | Gilead Sciences, Inc. | 343,043 | $43,340,052 | |
| ARQT | Arcutis Biotherapeutics, Inc. | 1,089,701 | $28,571,960 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | 52,545 | $28,214,037 | |
| XENE | Xenon Pharmaceuticals Inc. | 367,900 | $22,206,444 | |
| IMCR | Immunocore Holdings plc | 512,856 | $16,283,178 | |
| INSM | INSMED Inc | 122,375 | $13,047,622 | |
| ACRS | Aclaris Therapeutics, Inc. | 1,759,492 | $9,307,712 | |
| IMUX | Immunic, Inc. | 539,814 | $8,296,941 | |
| ORIC | Oric Pharmaceuticals, Inc. | 747,313 | $8,093,399 | |
| SNDX | Syndax Pharmaceuticals Inc | 340,000 | $7,432,400 | |
| OLMA | Olema Pharmaceuticals, Inc. | 574,166 | $7,182,816 | |
| CRBP | Corbus Pharmaceuticals Holdings, Inc. | 653,572 | $6,130,505 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | 57,100 | $5,566,108 | |
| PHAT | Phathom Pharmaceuticals, Inc. | 161,486 | $1,752,123 | |
| ACHV | Achieve Life Sciences, Inc. | 26,760 | $174,742 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PCVX | Vaxcyte, Inc. | 644,831 | $37,471,129 | |
| RARE | Ultragenyx Pharmaceutical Inc. | 1,165,557 | $24,418,419 | |
| ARGX | Argenx SE | 25,995 | $18,982,848 | |
| FULC | Fulcrum Therapeutics, Inc. | 1,771,926 | $13,590,672 | |
| NUVB | Nuvation Bio Inc. | 2,383,031 | $10,223,202 | |
| ORKA | Oruka Therapeutics, Inc. | 140,843 | $6,908,349 | |
| CTNM | Contineum Therapeutics, Inc. | 513,053 | $6,700,472 | |
| MANE | Veradermics, Inc | 100,843 | $6,368,235 | |
| TRDA | Entrada Therapeutics, Inc. | 374,010 | $4,720,006 | |
| SLN | Silence Therapeutics plc | 301,604 | $1,589,453 | |
| AVBP | ArriVent BioPharma, Inc. | 45,809 | $1,056,813 | |
| — | 521,237 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
Added | 1,431,590 | $81,915,579 | 17.88% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
NEW | 343,043 | $43,340,052 | 9.46% | |
| ARQT |
Arcutis Biotherapeutics, Inc.
Healthcare
|
NEW | 1,089,701 | $28,571,960 | 6.24% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
NEW | 52,545 | $28,214,037 | 6.16% | |
| BCAX |
Bicara Therapeutics Inc.
Healthcare
|
Reduced | 892,621 | $26,501,917 | 5.78% | |
| RLMD |
Relmada Therapeutics, Inc.
Healthcare
|
Added | 3,655,075 | $25,293,119 | 5.52% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Added | 1,339,212 | $24,976,303 | 5.45% | |
| PHVS |
Pharvaris N.V.
Healthcare
|
Added | 677,879 | $23,441,055 | 5.12% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
NEW | 367,900 | $22,206,444 | 4.85% | |
| ANIP |
Ani Pharmaceuticals Inc
Healthcare
|
Reduced | 233,808 | $19,354,626 | 4.22% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
NEW | 512,856 | $16,283,178 | 3.55% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Reduced | 894,058 | $16,057,281 | 3.50% | |
| INSM |
INSMED Inc
Healthcare
|
NEW | 122,375 | $13,047,622 | 2.85% | |
| CAPR |
Capricor Therapeutics, Inc.
Healthcare
|
Reduced | 420,751 | $10,131,684 | 2.21% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
NEW | 1,759,492 | $9,307,712 | 2.03% | |
| IMUX |
Immunic, Inc.
Healthcare
|
NEW | 539,814 | $8,296,941 | 1.81% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
NEW | 747,313 | $8,093,399 | 1.77% | |
| TNXP |
Tonix Pharmaceuticals Holding Corp.
Healthcare
|
Added | 625,428 | $7,980,461 | 1.74% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
NEW | 340,000 | $7,432,400 | 1.62% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
NEW | 574,166 | $7,182,816 | 1.57% | |
| VIR |
Vir Biotechnology, Inc.
Healthcare
|
Reduced | 659,213 | $6,717,380 | 1.47% | |
| CRBP |
Corbus Pharmaceuticals Holdings, Inc.
Healthcare
|
NEW | 653,572 | $6,130,505 | 1.34% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
NEW | 57,100 | $5,566,108 | 1.21% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 11,123 | $5,525,127 | 1.21% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
Reduced | 49,850 | $2,529,887 | 0.55% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
Reduced | 40,567 | $2,177,230 | 0.48% | |
| PHAT |
Phathom Pharmaceuticals, Inc.
Healthcare
|
NEW | 161,486 | $1,752,123 | 0.38% | |
| ACHV |
Achieve Life Sciences, Inc.
Healthcare
|
NEW | 26,760 | $174,742 | 0.04% | |
|
|
Reduced | 98,442 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.